CIBC Private Wealth Group’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
4,200
+35
| +0.8% | +$2.62K | ﹤0.01% | 960 |
|
|
2025
Q1 | $315K | Sell |
4,165
-253
| -6% | -$19.2K | ﹤0.01% | 945 |
|
|
2024
Q4 | $394K | Buy |
4,418
+161
| +4% | +$14.4K | ﹤0.01% | 931 |
|
|
2024
Q3 | $491K | Sell |
4,257
-193
| -4% | -$22.2K | ﹤0.01% | 880 |
|
|
2024
Q2 | $420K | Sell |
4,450
-4,707
| -51% | -$444K | ﹤0.01% | 874 |
|
|
2024
Q1 | $743K | Sell |
9,157
-1
| -0% | -$81 | ﹤0.01% | 738 |
|
|
2023
Q4 | $806K | Buy |
9,158
+3,753
| +69% | +$330K | ﹤0.01% | 686 |
|
|
2023
Q3 | $463K | Buy |
+5,405
| New | +$463K | ﹤0.01% | 774 |
|
|
2020
Q1 | – | Sell |
-13,235
| Closed | -$913K | – | 867 |
|
|
2019
Q4 | $913K | Sell |
13,235
-139
| -1% | -$9.59K | ﹤0.01% | 598 |
|
|
2019
Q3 | $935K | Buy |
13,374
+1,729
| +15% | +$121K | ﹤0.01% | 584 |
|
|
2019
Q2 | $681K | Hold |
11,645
| – | – | ﹤0.01% | 650 |
|
|
2019
Q1 | $673K | Sell |
11,645
-384
| -3% | -$22.2K | ﹤0.01% | 660 |
|
|
2018
Q4 | $610K | Hold |
12,029
| – | – | ﹤0.01% | 649 |
|
|
2018
Q3 | $645K | Buy |
12,029
+975
| +9% | +$52.3K | ﹤0.01% | 723 |
|
|
2018
Q2 | $535K | Buy |
+11,054
| New | +$535K | ﹤0.01% | 759 |
|